See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,398 | $167,307+145.3% | $143,757+185.5% | $134,475+205.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.16% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $8,767 | $5,619+56.0% | $4,951+77.1% | $4,740+85.0% |
| Participant deferral / active EE | $4,099 | $6,446-36.4% | $5,637-27.3% | $6,400-36.0% |
| Admin fee / account holder | $63,071 | $18,088+248.7% | $14,673+329.9% | $11,426+452.0% |